Matter of Estate of Tucci

380 S.E.2d 782, 94 N.C. App. 428, 1989 N.C. App. LEXIS 543
CourtCourt of Appeals of North Carolina
DecidedJuly 5, 1989
Docket8821SC793
StatusPublished
Cited by16 cases

This text of 380 S.E.2d 782 (Matter of Estate of Tucci) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Tucci, 380 S.E.2d 782, 94 N.C. App. 428, 1989 N.C. App. LEXIS 543 (N.C. Ct. App. 1989).

Opinions

GREENE, Judge.

The Estate of Shirley Allred Tucci (the “Estate”) appeals from the judgment of the superior court allowing Mrs. Tucci’s surviving spouse to dissent from her will under Section 30-1. Cf. N.C.G.S. Sec. 30-1 (1984). The Tuccis were married on 4 November 1978 and had one child in 1980. On 18 November 1983, the parties executed a separation/property settlement agreement (the “Agreement”) which stated the parties had separated on 15 October 1983. Although the first page of the Agreement is titled “Separation Agreement,” the Agreement’s fourteen paragraphs are preceded by other titles including, “Custody,” “Support,” “Debts,” and “Property Settlement.” The Agreement recited that “it is understood and agreed that the division of the property in this Separation Agreement and Property Settlement is a full and complete distribution of the marital and separate property of the parties in a manner deemed by the parties to be equitable under the laws of North [430]*430Carolina, including North Carolina G.S. 50-20.” (Emphasis added.) The parties divided various items of real and personal property and released each other from the duty of support and “any and all other rights which may have arisen . . . out of the . . . marriage.” The Agreement stated with respect to Mr. Tucci that:

The said husband . . . does hereby release and relinquish unto the said wife, her heirs, administrators, executors, and assigns, all rights or claims of curtesy, inheritance, descent, distribution and all other rights or claims growing out of the marital relationship between the parties . . . and the said husband shall forever be barred from all rights in the estate of the said wife, real, personal and mixed, now owned or hereafter acquired by her.

Paragraph 12 of the Agreement also stated:

[T]he provisions of this Separation Agreement and Property Settlement are executed and in full force and effect on this date and that should at any time in the future the parties resume marital cohabitation in any respect that the provisions of the Separation Agreement and Property Settlement are and shall remain valid and fully enforceable, and of full legal force and effect. [Emphasis added.]

In late December 1983, the couple reconciled and lived together until sometime in September 1985. In December 1985, the parties s entered a Consent Judgment for divorce from bed and board; however, as the Consent Judgment contained no findings on any of the grounds for divorce from bed and board under Section 50-2, this court upheld a court order setting aside the Consent Judgment as void. Allred v. Tucci, 85 N.C. App. 138, 354 S.E. 2d 291, cert. denied, 320 N.C. 166, 358 S.E. 2d 47 (1987).

Mrs. Tucci died on 20 March 1986. After her will was probated, Mr. Tucci filed his notice of dissent. Pursuant to its authority as an ex officio probate judge with original jurisdiction under Section 7A-241 and Section 28A-2-1, the clerk of superior court entered, among others, the following findings and conclusions:

10. That the testatrix and the surviving spouse separated and executed a Separation Agreement on or about November 18, 1983. Subsequent thereto, on or about Christmas Day of 1983, the parties reconciled and resumed their marital relations [431]*431and lived together in the family homeplace as husband and wife with their minor child through mid-September 1985.
11. That between Christmas Day, 1983 and mid-September, 1985, the testatrix and her surviving spouse travelled together to Mexico, to Lake Tahoe, California, with their child, to Kiawah Island, South Carolina, with their child, entertained friends and family in their home, filed joint federal and state income tax returns, attended church together, shared a bedroom in the family homeplace, and held themselves out as man and wife in the ordinary acceptation of the descriptive phrase.
12. That the surviving spouse did not execute or deliver a quitclaim deed to the homeplace as called for in the Separation Agreement, and further, the deceased testatrix continued, after Christmas Day, 1983, to support the surviving spouse and minor child of the marriage in the same manner in which she had, prior to the parties’ separation.
14. That the conduct of the parties to the Separation Agreement occurring after Christmas Day, 1983, exhibited the intent on their parts to reconcile, resume their marital relations, hold themselves out as husband and wife, and rescind the terms and provisions of the Separation Agreement.
Based upon the foregoing findings of fact, the court MAKES THE FOLLOWING CONCLUSIONS OF LAW:
4. That the parties’ reconciliation and the resumption of their marital relationship together with their other manifestations of intent to do so, as hereinabove described, did rescind the terms and provisions of the November 18th, 1983 Separation Agreement, as by North Carolina law provided.
5. That the right of the surviving spouse to dissent from the will of testatrix arose as of the date of her death, and a waiver of that right necessarily required the surviving spouse not to do a particular thing in the future and was, therefore, an executory provision.
[432]*432It is, therefore, ordered, adjudged, and decreed that James Michael Tucci, the surviving spouse of Shirley Allred Tucci has the right under the law of North Carolina to dissent from the will of the decedent, and that the dissent ... is valid . . . and hereby allowed pursuant to the laws of the State of North Carolina.

The Estate appealed to a judge of the superior court under Section 1-272. The superior court held the clerk’s findings were supported by competent evidence and supported its conclusions of law. The court consequently affirmed the clerk’s order allowing the dissent. The Estate appeals.

Although the Estate assigns numerous errors to the proceedings below, the dispositive issue is whether the clerk correctly concluded that the Tuccis’ resumption of their marital relationship rescinded Mr. Tucci’s release of all rights in Mrs. Tucci’s estate. Under the facts of this case, we conclude the Tuccis’ reconciliation did not imply any rescission of the provisions of the Agreement settling the parties’ property rights, including the provision releasing the parties’ statutory right to dissent under Section 30-1. As there is no other evidence of rescission nor any other ground asserted that might invalidate Mr. Tucci’s release of his rights as a surviving spouse, we hold the Agreement barred Mr. Tucci’s statutory right to dissent under Section 30-1.

The statutory right to dissent as a surviving spouse under Section 30-1 is analogous to the former common law spousal rights of dower and curtesy. Etheridge v. Etheridge, 41 N.C. App. 44, 255 S.E. 2d 729 (1979), disc. rev. denied, 293 N.C. 253, 267 S.E. 2d 660 (1980). Taking a share of the deceased spouse’s estate under the circumstances specified in Section 30-1 is a statutory alternative to taking under the deceased spouse’s will. Hill v. Smith, 51 N.C. App. 670, 277 S.E. 2d 542, disc. rev. denied, 303 N.C. 543, 281 S.E. 2d 392 (1981). In addition, a couple may elect before or after marriage to forego all such spousal property rights pursuant to a complete property settlement; for example,

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Jones v. Jones
Court of Appeals of North Carolina, 2025
Crosland v. Patrick
Court of Appeals of North Carolina, 2020
In Re the Estate of Archibald
644 S.E.2d 264 (Court of Appeals of North Carolina, 2007)
Dawbarn v. Dawbarn
625 S.E.2d 186 (Court of Appeals of North Carolina, 2006)
Batten v. Batten
482 S.E.2d 18 (Court of Appeals of North Carolina, 1997)
Williams v. Williams
463 S.E.2d 815 (Court of Appeals of North Carolina, 1995)
Selden v. Selden, No. Fa94-73368 S (Jun. 14, 1995)
1995 Conn. Super. Ct. 7000 (Connecticut Superior Court, 1995)
In Re Estate of Tucci
408 S.E.2d 859 (Court of Appeals of North Carolina, 1991)
Morrison v. Morrison
402 S.E.2d 855 (Court of Appeals of North Carolina, 1991)
White v. Bowers
400 S.E.2d 760 (Court of Appeals of North Carolina, 1991)
Stegall v. Stegall
397 S.E.2d 306 (Court of Appeals of North Carolina, 1990)
Matter of Estate of Tucci
380 S.E.2d 782 (Court of Appeals of North Carolina, 1989)

Cite This Page — Counsel Stack

Bluebook (online)
380 S.E.2d 782, 94 N.C. App. 428, 1989 N.C. App. LEXIS 543, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-tucci-ncctapp-1989.